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How do I customize the Tax Report's Key Figures?

How to customize the values that populate in the Key Figures box of the Tax Report.

Firm admins can customize the Tax Report's Key Figure values by navigating to Settings > Customization.

 

 

Near the bottom of this page will be various customizable options, including the Tax Report on the third tab. This tab will provide drag and droppable Key Figures, allowing you to include, remove, and reorder the Key Figures box as desired! If you do not see the scroll bar appear in either the "AVAILABLE FIELDS" or "KEY FIGURES (CURRENT LAYOUT)" sections, then you may need to click on the respective section or scroll while hovering above the section you are viewing.